14 DAY TRIAL // After so many months of constantly declining prices, March seemed like a breath of fresh air, albeit a very faint one, for makers of memory products, particularly DRAM, although it is truly a bitter irony that further growth comes at the expense of a natural disaster.
The memory market is that part of the IT industry that can very well be said to have done the worst over the course of late 2010 and early 2011.
This is because of a very serious case of oversupply that demand was and still is, to some extent, unable to match.
Then, the worst happened and Japan got hit by a massive earthquake and tsunami that took a huge death toll and left much of the country's industry broken.
This led to a very high likelihood that the memory segment would suffer disruptions starting sometime during the next few months.
With these concerns to make them band together, both NAND and DRAM memory makers seem to have gotten more orders.
Basically, makers of systems, consumer electronics and pretty much anything that uses either type of chips were put on alert, because, starting in the third quarter, their suppliers probably won't be able to show a satisfactory production capacity.
As such, companies suddenly placed more orders with the likes of Phison Electronics, Adata Technology, Apacer Technology and Transcend Information.
This allowed them to see better sales in March, compared to previous months, or so restated a recent report made by Digitimes.
All in all, their March revenues should have managed to rebound to the levels they were at in January, before they fell and hit a literal bottom in February.
What remains is to see if the oversupply eventually gets replaced by shortage or if this particular part of the industry finally returns to a stable state.